5 best practices for migrating to a new CRM system without losing data or productivity

Summary

This article provides five best practices for migrating to a new CRM system, emphasizing that CRM migrations are complex and often fail due to poor planning. It covers strategies such as auditing existing data, mapping fields carefully, cleaning duplicates, training the sales team, and running test migrations before going live. The article cites that up to 40% of CRM migrations encounter significant problems, from data integrity failures to field mismatches.